CalDAV: add documentation for iPhone(TM) setup
(TM) The iPhone is a trademark of Cisco corporation. It is used by Apple Inc. Whatever... bzr revid: p_christ@hol.gr-20101014110329-0qh1lgtm4vd7a9m9
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P. Christeas
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==========================
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CalDAV with iPhone How-To
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==========================
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As from OpenERP v6.0, document_webdav v2.2, the iPhone has been thoroughly
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tested and supported as a Calendaring client for the OpenERP CalDAV module.
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However, keep in mind that OpenERP is not a straightforward calendaring
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server, but an ERP application (with more data + structure) which exposes
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that data to calendar clients. That said, the full features that would be
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accessible through the Gtk or Web OpenERP clients cannot be crammed into
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the Calendar clients (such as the iPhone).
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OpenERP server Setup
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--------------------
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Some modules need to be installed at the OpenERP server. These are:
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- caldav: Required, has the reference setup and the necessary
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underlying code. Will also cause document, document_webdav
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to be installed.
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- crm_caldav: Optional, will export the CRM Meetings as a calendar.
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- project_caldav: Optional, will export project tasks as calendar.
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- http_well_known: Optional, experimental. Will ease bootstrapping,
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but only when a DNS srv record is also used.
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These will also install a reference setup of the folders, ready to go.
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The administrator of OpenERP can add more calendars and structure, if
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needed.
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DNS server setup
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------------------
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To be documented.
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SSL setup
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----------
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It is highly advisable that you also setup SSL to work for the OpenERP
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server. HTTPS is a server-wide feature in OpenERP, which means a
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certificate will be set at the openerp-server.conf and will be the same
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for XML-RPC, HTTP, WebDAV and CalDAV.
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The iPhone also supports secure connections with SSL, although it does
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not expect a self-signed certificate (or one that is not verified by
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one of the "big" certificate authorities [1] ).
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Phone setup
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-------------
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The iPhone is fairly easy to setup.
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IF you need SSL (and your certificate is not a verified one, as usual),
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then you first will need to let the iPhone trust that. Follow these
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steps:
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s1. Open Safari and enter the https location of the OpenERP server:
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https://my.server.ip:8071/
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(assuming you have the server at "my.server.ip" and the HTTPS port
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is the default 8071)
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s2. Safari will try to connect and issue a warning about the certificate
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used. Inspect the certificate and click "Accept" so that iPhone
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now trusts it.
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Now, to setup the calendars, you need to:
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1. Click on the "Settings" and go to the "Mail, Contacts, Calendars" page.
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2. Go to "Add account..."
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3. Click on "Other"
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4. From the "Calendars" group, select "Add CalDAV Account"
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5. Enter the server's name or IP address at the "Server" entry, the
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OpenERP username and password at the next ones.
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As a description, you can either leave the server's name or
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something like "OpenERP calendars".
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6. You _will_ get the "Unable to verify account" error message. That is
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because our server is not at the port iPhone expects[2]. But no
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need to worry, click OK.
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7. At the next page, enter the "Advanced Settings" to specify the right
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ports and paths
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8. If you have SSL, turn the switch on. Note that port will be changed
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to 8443.
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9. Specify the port for the OpenERP server: 8071 for SSL, 8069 without.
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10. Set the "Account URL" to the right path of the OpenERP webdav:
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https://my.server.ip:8071/webdav/dbname/calendars
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Where "https://my.server.ip:8071" is the protocol, server name
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and port as discussed above, "dbname" is the name of the database.
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[Note that the default
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"https://my.server.ip:8071/principals/users/username" might also
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be edited to
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"https://my.server.ip:8071/webdav/dbname/principals/users/username" ]
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11. Click on Done. The phone will hopefully connect to the OpenERP server
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and verify it can use the account.
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12. Go to the main menu of the iPhone and enter the Calendar application.
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Your OpenERP calendars will be visible inside the selection of the
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"Calendars" button.
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Note that when creating a new calendar entry, you will have to specify
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which calendar it should be saved at.
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[1] I remember one guy that made *lots* of money selling his CA business
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off, and since then uses this money to create a software monopoly.
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[2] This may not happen if the SRV records at DNS and the well-known URIs
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are setup right. But we appreciate that a default OpenERP installation will
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not have the DNS server of the company's domain configured.
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